Charles Derby Financial Services Limited

Financial Adviser (Restricted Whole of Market) Charles Derby, Ross Hollow, Rossmere Avenue, Lancashire, Rochdale, OL11 4BT
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Looking for advice on a Final Salary Pension Transfer? We can help
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Investing for income
    • ISAs
Meet our advisers
Azim Ahmed Chartered ALIBF
What our clients say
Azim, has recently acted as my Financial Planning Consultant with regard to the transfer of my pension funds. I have found him to be very amiable in his approach, very thorough at gathering the information, liaising with the existing provider, evaluating the options, and quickly and efficiently providing a detailed report advising of both the positives and potential negatives of the transfer. At all stages of the process Azim has provided me with clear and concise communication, and was always available to discuss and clarify issues arising, enabling me to make a confident and informed decision. Throughout the process, Azim has provided a very professional service, and I would not hesitate in recommending his services to others.
Kevin Harbron, County Durham
I was initially referred to Azim by Kevin (my financial adviser). Azim has the relevant qualifications for the transfer of final salary pensions,and provides a very good service. Transferring such type of pensions is a complex and lengths process. From the start of transferring my Hilton final salary pension Azim established a very good rapport and interacted well with me. Whenever I required assistance he was only a call away. He was always thorough and clear with his explanations . All done in a calm and professional manner and with a good sense of humour which helps when dealing with such occasional dull and complicated proceedings. Transferring my pension was one of the major decisions in my life. Thanks to Azim's dedication and attention to detail, I felt confident in believing in his advice which gave me peace of mind and helped develop a trusting relationship with him. It is hard to find someone of his calibre and qualities in the financial sector . I could sense that he is proud of his job and acts for the best interests of his customers.
Nouri Trigui, Leeds
I recently needed help and advice on the transfer of an existing pension. I have found Azim Ahmed from Charles Derby to be of the upmost help he has kept in regular contact and provided financial advice as I needed it. Every step of the process was fully explained and all options given. I would not hesitate to recommend or use his services again in the future.
Keren Aldridge, Surrey
Where to find us

Charles Derby, Ross Hollow, Rossmere Avenue, Lancashire, Rochdale, OL11 4BT

Contact us
About us

I am a Final Salary Pension Transfer Adviser, providing advice throughout the UK.

A Chartered Associate of the London Institute of Banking and Finance (Chartered ALIBF).

Qualified as an Associate of the Institute of Actuaries.

I have over 15 years experience of working within the Financial Services industry.

I typically have an initial discussion with you to discuss your circumstances and let you know how I can help. I then leave it entirely up to you to decide whether you want to pursue our discussions further.

I am committed to helping individuals, business owners, the self-employed and entrepreneurs achieve their financial goals.

I enjoy helping clients to build and preserve wealth through effective investment, tax and retirement planning.

Charles Derby is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We have a large team of Advisers spread across the UK

We are part of the Intrinsic Financial Services Network who are wholly owned by Quilter Investors a FTSE 100 company.

Our services

Final Salary Pension Transfers

General pensions and investments

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Tax Planning is not regulated by the Financial Conduct Authority.

The Financial Conduct Authority do not regulate auto enrolment.

Charles Derby is a trading style of Charles Derby Financial Services Limited which is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Charles Derby Financial Services Limited is registered in England and Wales. Registration Number: 05693185 Registered Address: 6 Tollgate Business Park Tollgate West, Stanway, Colchester, Essex, England, CO3 8AB.

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